Transition
SPEAR CRM
VIP’s customized Salesforce CRM platform, SPEAR, gives loan originators a competitive edge by providing an extraordinary level of operational excellence, customer care, and employee collaboration.
Everything is documented, managed, and viewed in one place while integrating with VIP’s loan operating system (Encompass).
LOANS IN PROCESS
- VIP ensures that there is a signed transfer letter from the borrower in every file
- For someone joining a specific Team or Branch, that Team will have a dedicated person to work the files and keep you updated
- A tracking system in SPEAR allows VIP to easily distribute files back to the appropriate LO once they are live or ensures they get proper credit if the file must close in someone else’s name
- VIP can transfer all borrower docs to the LO in BOX once they are live at VIP
floify
Improve your Mortgage Game with a Powerful Point-of-Sale Solution
Floify’s secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan from application through clear-to-close.
Borrowers can easily complete a loan application, upload supporting documentation, eSign disclosure, and monitor the status of their loan – in a single, easy-to-use location.
Lastly, and maybe most importantly, Floify provides a responsive design for mobile web browsers, native iOS and Android apps, and LO-branded progressive web apps. They include everything an LO could need to serve a mobile borrower.
Transferring of Databases
LOs that start at a new company don’t want to miss a beat and want to let their clients and referral partners to know ASAP about their move. Therefore, VIP makes the transferring of databases seamless and efficient.
Some loan originators choose to include information about charitable causes that they are involved with and he reasons why those causes are close to their hearts. One the Greenlight email has gone out and the LO NMLS# has officially been transferred to VIP, the website will go live and LOs will be able to take online web applications!
lo websites
VIP provides customizable websites for all loan originators, built within the main VIP website. The loan originator websites include a personalized biography for each loan originator, headshot/photos, a place for borrowers to apply, option to add video, and more.
Some loan originators choose to include information about charitable causes that they are involved with and he reasons why those causes are close to their hearts. One the Greenlight email has gone out and the LO NMLS# has officially been transferred to VIP, the website will go live and LOs will be able to take online web applications!
